Crédit Mutuel de Bretagne
1 week ago
Banking Customer Relations Officer M/F
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Company information
- Company
- Crédit Mutuel de Bretagne
- Location
- France, Bretagne, Morbihan, Vannes, Ploërmel France
- Posted
- 1 week ago
Job description
Crédit Mutuel de Bretagne is recruiting for the Ploërmel sector, an experienced Customer Relations Officer for individuals! Do you have good customer relations skills and do you enjoy challenges? We have what you need! Your missions: - Welcome clients and prospects
- Identify and analyze their needs to support them through the key moments of their lives: first job, car purchase, birth, real estate project, retirement planning
- Develop your commercial portfolio of approximately 800 households through a comprehensive and proactive approach (some portfolios concern the private aspect of our professional clients)
- Support your clients in digital autonomy
- Evaluate customer relationship risks in order to comply with the regulatory framework
- Actively participate in the life of the branch. Crédit Mutuel de Bretagne, a federation of the Crédit Mutuel ARKÉA Group, is a cooperative and mutualist bank committed to supporting the local economy and sustainable development. It emphasizes values of solidarity, proximity, and innovation to meet the banking and insurance service needs of its members and clients. You will thus contribute to strengthening the image of Crédit Mutuel de Bretagne, which, with its 205 branches, makes a point of honor of offering a close relationship with its clients.
- Identify and analyze their needs to support them through the key moments of their lives: first job, car purchase, birth, real estate project, retirement planning
- Develop your commercial portfolio of approximately 800 households through a comprehensive and proactive approach (some portfolios concern the private aspect of our professional clients)
- Support your clients in digital autonomy
- Evaluate customer relationship risks in order to comply with the regulatory framework
- Actively participate in the life of the branch. Crédit Mutuel de Bretagne, a federation of the Crédit Mutuel ARKÉA Group, is a cooperative and mutualist bank committed to supporting the local economy and sustainable development. It emphasizes values of solidarity, proximity, and innovation to meet the banking and insurance service needs of its members and clients. You will thus contribute to strengthening the image of Crédit Mutuel de Bretagne, which, with its 205 branches, makes a point of honor of offering a close relationship with its clients.
Required skills
- sales
- customer service
- financial services
- relationship management
- insurance
- risk assessment
- regulatory compliance
- client acquisition
- portfolio management
- banking
- customer relations
- sustainable development
- banking products
- branch operations
- local economy
- cooperative bank
- digital adoption
- mutualist bank
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